Investment Director

Beacon acquires, operates, and grows vertical market software companies: niche, founder-built businesses serving overlooked industries. Beacon seeks out founders, buys great businesses, invests in their continued growth, and holds them permanently, accelerating growth with an AI-native platform built for vertical market software. Beacon is backed by investors including General Catalyst, Lightspeed, D1 Capital, CPMG, and the family offices of the founders of Stripe, DoorDash, and Ramp, with $550M+ raised to date.

Responsibilities

Deal execution from start to finish, including sourcing & selling (15%), underwriting and execution (70%), and portfolio work (15%); Building and scaling proprietary M&A agents and AI product suite; Collaborate with Beacon leadership to shape Beacon's investment process, philosophy, theses, and capital allocation plan; Present acquisition opportunities and recommendations to Beacon's leadership, providing detailed financial models and analysis; Lead the end to end deal process by overseeing the financial, operational, commercial, product, and technical diligence process with full autonomy; Manage relationships with software company founders, entrepreneurs, and other stakeholders, ensuring a smooth transition throughout the acquisition process; Collaborate with internal teams, including finance, legal, and operations, to ensure successful integration of acquired companies; Assist in the finance, operations, and integration of newly acquired businesses

Requirements

Seasoned M&A and / or investment professional with 6+ years of experience in mergers and acquisitions, private equity, investment banking, corporate development or strategic finance; Strategic thinker who can identify growth opportunities and contribute to Beacon's long-term vision of building a generational software holding company; Proven experience leading and closing M&A transactions, with a deep understanding of the full deal cycle from sourcing to integration; Agile generalist: comfortable working in a fast-paced environment and managing multiple deals across various industries simultaneously; Strong academic record from a competitive institution with a degree in Business or Finance; Deep interest in technology and learning about different businesses across diverse industries; Strong ability to synthesize complex systems; Excellent interpersonal and communication skills to be able to interact with stakeholders at all levels of the Company and targets; Ability to translate high level objectives into actionable work plans and strategies; High attention to detail, and the ability to manage multiple priorities and meet tight deadlines; Extremely organized; Conduct interactions with a high level of integrity and trust; Possesses a growth mindset, consistently seeking personal and process improvement

Nice to have

Familiarity with a buy-and-build model; Experience/knowledge in VMS, software, and technology

Benefits

Learn directly from entrepreneurs who have scaled businesses from seed-to-$10B+ IPOs; Work directly with Silicon Valley product and engineering teams to perform diligence and underwrite technology driven value creation streams with potential acquisitions; Operate in an environment that encourages initiative and rapid development; Strong development of interpersonal and presentation skills; Unique work environment which combines a high growth technology startup and a long term buy/hold private equity investment firm